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Portland General Electric

504 hedge funds and large institutions have $6.27B invested in Portland General Electric in 2026 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 212 increasing their positions, 126 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more call options, than puts

Call options by funds: $9.28M | Put options by funds: $3.02M

147% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 36

68% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 126

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

18% more capital invested

Capital invested by funds: $5.31B → $6.27B (+$965M)

9% more funds holding

Funds holding: 463504 (+41)

4.46% more ownership

Funds ownership: 98.25%102.71% (+4.5%)

Holders
504
Holders Change
+41
Holders Change %
+8.86%
% of All Funds
6.21%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.1%
New
89
Increased
212
Reduced
126
Closed
36
Calls
$9.28M
Puts
$3.02M
Net Calls
+$6.26M
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
WSFG
476
Wall Street Financial Group
Illinois
$2.11K +$2.06K +40 New
SIM
477
Synergy Investment Management
Florida
$2.01K +$1.95K +38 New
BWA
478
Basecamp Wealth Advisors
Washington
$1.95K -$12.8K -250 -87%
KFAS
479
Keating Financial Advisory Services
Kansas
$1.85K +$257 +5 +17%
SWM
480
Spire Wealth Management
Virginia
$1.37K -$103 -2 -7%
CA
481
Clearstead Advisors
Ohio
$1.32K -$29K -565 -96%
WIM
482
Westside Investment Management
California
$1.16K
TPWA
483
Twin Peaks Wealth Advisors
California
$1K +$976 +19 New
FNWA
484
Financial Network Wealth Advisors
Utah
$844 +$822 +16 New
CMBA
485
C.M. Bidwell & Associates
Hawaii
$792
KFI
486
Key Financial Inc
Pennsylvania
$792
CA
487
CoreCap Advisors
Michigan
$739
DPW
488
DiNuzzo Private Wealth
Pennsylvania
$687
BFS
489
Bare Financial Services
Pennsylvania
$580
IPS
490
Investors Portfolio Services
Washington
$530 +$565 +11 New
FC
491
Financial Consulate
Maryland
$528
STB
492
S&T Bank
Pennsylvania
$475
ACM
493
Anfield Capital Management
California
$369
VWM
494
Vermillion Wealth Management
Minnesota
$369 +$360 +7 New
AGWCA
495
Annis Gardner Whiting Capital Advisors
Florida
$264
HIA
496
HFM Investment Advisors
New Jersey
$264
CIAM
497
Caitong International Asset Management
Hong Kong
$264 +$257 +5 New
CJ
498
Caitlin John
Michigan
$158
CW
499
Curio Wealth
Maryland
$158 +$154 +3 New
DF
500
Dunhill Financial
United Kingdom
$115